Create an assessment template

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Create an assessment template by using the Smart Assessment Engine application by naming it, specifying its categories, and optionally, specifying the tables that have the records as the assessment target or scope. You can then add questions and other attributes to the template. Alternatively, you can also copy an existing template including all questions, sections, instructions and existing configurations.

    Vorbereitungen

    Role required: sn_smart_asmt.template_manager

    Warum und wann dieser Vorgang ausgeführt wird

    Wichtig:
    You can create an assessment only from a published assessment template. You can update a published template only if no active assessment is associated with the template.

    Prozedur

    1. Navigate to Workspaces > Assessment Workspace to access the Assessment Workspace landing page.
    2. Create a template by selecting New template, and then fill in the template details form.
      Hinweis:
      You can also copy an existing template including all questions, sections, instructions, and existing configurations. For more information on how to copy an existing template refer to Copy an assessment template.
    3. On the Create assessment template form, fill in the fields.
      For a description of the field values, see Create assessment template form.
    4. Select Save.

    Nächste Maßnahme

    You can fill in the template with instructions, questions, and optional guidance for responding to a question, as well as sections that group the related questions. See Add instructions and questions to an assessment template.